Aldebaran Financial Inc. ETF holdings
Kingsport, TN
Reported $36.6M in 23 ETFs in its Form 13F for June 30, 2026.
ETF value
$36.6M
ETFs held
23
Change from prior quarter
+21.8%
With price moves
ETFs as a share of its 13F
29.8%
of $123.2M
Top 10 of 23 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $9.9M | 109,406 | +5,053 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $7.0M | 79,686 | +10,975 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $5.0M | 6,756 | −711 shares |
| QQQ | Invesco QQQ Trust | $2.7M | 3,674 | −92 shares |
| XSMO | Invesco S&P SmallCap Momentum ETF | $2.1M | 22,216 | +2,763 shares |
| QQQM | Invesco NASDAQ 100 ETF | $1.2M | 4,104 | +100 shares |
| SPMD | State Street SPDR Portfolio S&P 400 Mid Cap ETF | $1.1M | 16,092 | +710 shares |
| BND | Vanguard Total Bond Market ETF | $872K | 11,878 | +1,190 shares |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $867K | 15,027 | −1,231 shares |
| VYM | Vanguard High Dividend Yield ETF | $818K | 5,175 | +3 shares |
13 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001353110. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Aldebaran Financial Inc. own?
Aldebaran Financial Inc. reported 23 ETF positions worth $36.6M in its Form 13F for June 30, 2026. The largest was SPTM, at $9.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.